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MRSH

Marsh

Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1676
Citizens Business Bank
California
-$313K -890 Closed
EI
1677
eCIO Inc
Wisconsin
-$134K -724 Closed
Cohen & Steers
1678
Cohen & Steers
New York
-$130K -700 Closed
PCFFS
1679
Pacific Center for Financial Services
California
-$124K -615 Closed
RAM
1680
Reflection Asset Management
South Carolina
-$88.9K -479 Closed
DWA
1681
Dougherty Wealth Advisers
Minnesota
-$62K -334 Closed
GPI
1682
General Partner Inc
Pennsylvania
-$55.3K -298 Closed
MIFH
1683
Migdal Insurance & Financial Holdings
Israel
-$51K -273 Closed
SVWA
1684
Sarver Vrooman Wealth Advisors
Missouri
-$48.6K -262 Closed
VT
1685
Volterra Technologies
New York
-$44.8K -249 Closed
BSB
1686
Bangor Savings Bank
Maine
-$38.2K -206 Closed
NL
1687
Navalign LLC
California
-$35.5K -191 Closed
EW
1688
Elyxium Wealth
California
-$33.9K -183 Closed
HHMI
1689
Howard Hughes Medical Institute
Maryland
-$19.7K -106 Closed
CIA
1690
Cape Investment Advisory
Georgia
-$19.1K -103 Closed
GAFA
1691
Garton & Associates Financial Advisors
Kentucky
-$19K -103 Closed
LAS
1692
Lloyd Advisory Services
Georgia
-$16.9K -91 Closed
SC
1693
Steph & Co
Wisconsin
-$16.7K -90 Closed
GWM
1694
Greenline Wealth Management
Florida
-$13.9K -75 Closed
NWM
1695
Navigoe Wealth Management
California
-$12K -70 Closed
RFA
1696
Reyes Financial Architecture
California
-$11.1K -60 Closed
WWA
1697
Wealth Watch Advisors
Colorado
-$10K -54 Closed
SGK
1698
Steigerwald Gordon & Koch
Virginia
-$9.46K -51 Closed
NI
1699
NCP Inc
California
-$9.28K -50 Closed
KFG
1700
Kingdom Financial Group
Arizona
-$8.97K -48 Closed